Baskey Digital & CalypsoAI: Bringing Order and Insight to HubSpot

Background: Why Calypso AI Turned to Baskey Digital

Calypso AI is a fast-scaling cybersecurity company at the forefront of trusted AI testing and validation. As their team grew and demand increased, so did the complexity of their internal systems—especially in HubSpot.

Over time, multiple team members had built out CRM workflows, pipelines, and processes that were well-intentioned but poorly documented. When those individuals moved on, they left behind a maze of disconnected automations, inconsistent data structures, and half-understood systems.

The result?

• Duplicate records plagued their contact database

• Lifecycle stages and pipelines didn’t reflect real buyer journeys

• Offline and event leads weren’t consistently tracked or attributed

• Sales reps were managing deals in inconsistent ways

• Marketing lacked a reliable way to measure campaign impact

Internally, the teams were grappling with how to use HubSpot rather than focusing on what it should be helping them do. What they needed wasn’t just a quick fix—it was a strategic overhaul from a partner who understood both the technical and business sides of HubSpot.

That’s when Calypso AI partnered with Baskey Digital—to bring clarity, structure, and a documented, scalable CRM system that the entire team could trust.

Our Approach

We worked alongside Calypso AI’s sales and marketing teams to implement a systematic, scalable HubSpot setup with best practices tailored to their workflows:

Data Hygiene & Training

• Bulk merged thousands of duplicates

• Created import templates + guides to prevent future duplicates

• Delivered custom training for reps to self-manage contact issues

Attribution & Lifecycle Clarity

• Differentiated original source vs. attribution for cleaner reporting

• Mapped and automated lifecycle stages to match actual sales funnel

Pipeline Optimization

• Reviewed and cleaned up deal pipeline

• Built out a lead pipeline to manage top-of-funnel more effectively

Event & Lead Tracking

• Built custom dashboards for individual marketing events

• Created offline lead templates to capture trade show contacts properly

 System Enhancements & Support

• Built custom views in the contact homepage by role

• Implemented automations for managing marketing contacts

• Provided ongoing Slack-based support with a 24-hour SLA

The Outcome

With Baskey Digital’s help, Calypso AI now has:

✅ A streamlined CRM that reps and marketers trust
✅ Faster onboarding of leads from both online and offline sources
✅ Clear, aligned sales stages that mirror real-world activity
✅ Ongoing support to adapt as they grow

Get in Touch

Looking to move your website to HubSpot or optimise your current HubSpot website? Contact Baskey Digital today.

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